Form 5500 Search

FRANCIS INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
126
Active participants
211,094
Total plan assets
$23.1B
Filings (rows)
135
Direct comp
$8.3M
Indirect comp
$44K

SERVICES PROVIDED

Other66
Advisor / Consultant59
TPA / Administrator3

Top plans served

Showing top 135 of 126 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
KOHLER CO. & SUBSIDIARIES
KOHLER CO. PENSION PLAN
KOHLER, WI
Other
NONE
7,552$1.7B$28K
KOHLER CO. & SUBSIDIARIES
KOHLER CO. PENSION PLAN
KOHLER, WI
Other
NONE
8,626$1.6B$60K
KOHLER CO. & SUBSIDIARIES
KOHLER CO. PENSION PLAN
KOHLER, WI
Other
NONE
8,299$1.4B$77K
ASPIRUS, INC.
ASPIRUS, INC. RETIREMENT PLAN
WAUSAU, WI
Other
NONE
10,454$893.4M$14K
MARQUETTE UNIVERSITY
MARQUETTE UNIVERSITY RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
3,174$864.7M$43K
ASPIRUS, INC.
ASPIRUS, INC. RETIREMENT PLAN
WAUSAU, WI
Other
NONE
10,194$795.2M$174K
MARQUETTE UNVERSITY
MARQUETTE UNIVERSITY RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
1,902$779.1M$95K
ASPIRUS, INC.
ASPIRUS, INC. RETIREMENT PLAN
WAUSAU, WI
Other
NONE
10,161$668.0M$203K
PLEXUS CORP.
PLEXUS CORP. 401(K) RETIREMENT PLAN
NEENAH, WI
Other
NONE
2,714$606.1M$116K
PLEXUS CORP.
PLEXUS CORP. 401(K) RETIREMENT PLAN
NEENAH, WI
Other
NONE
2,714$606.1M$78K
GREENHECK FAN CORPORATION
GREENHECK FAN CORPORATION 401(K) & SAVINGS PLAN
SCHOFIELD, WI
Other
NONE
4,531$578.9M$42K
PLEXUS CORP.
PLEXUS CORP. 401(K) RETIREMENT PLAN
NEENAH, WI
Other
NONE
3,240$542.6M$76K
PLEXUS CORP.
PLEXUS CORP. 401(K) RETIREMENT PLAN
NEENAH, WI
Other
NONE
3,240$542.6M$105K
GREENHECK FAN CORPORATION
GREENHECK FAN CORPORATION 401(K) & SAVINGS PLAN
SCHOFIELD, WI
Other
NONE
4,289$515.9M$16K
CARGILL, INCORPORATED
CARGILL INVESTMENT PLAN
WAYZATA, MN
Other
NONE
11,083$505.3M$15K
ASHLEY FURNITURE INDUSTRIES, LLC
ASHLEY FURNITURE INDUSTRIES, LLC PROFIT SHARING 401(K) PLAN
ARCADIA, WI
Other
INV ADV, PARTICIPANTS
16,163$489.7M$214K
PLEXUS CORP.
PLEXUS CORP. 401(K) RETIREMENT PLAN
NEENAH, WI
Other
NONE
3,324$462.6M$116K
PLEXUS CORP.
PLEXUS CORP. 401(K) RETIREMENT PLAN
NEENAH, WI
Other
NONE
3,324$462.6M$76K
GREENHECK FAN CORPORATION
GREENHECK FAN CORPORATION 401(K) & SAVINGS PLAN
SCHOFIELD, WI
Other
NONE
4,124$443.5M$65K
ASHLEY FURNITURE INDUSTRIES, LLC
ASHLEY FURNITURE INDUSTRIES, LLC PROFIT SHARING 401(K) PLAN
ARCADIA, WI
Advisor / Consultant
INVESTMENT ADVISORY
16,968$426.8M$227K
CARGILL, INCORPORATED
CARGILL INVESTMENT PLAN
MINNEAPOLIS, MN
Other
NONE
10,739$424.1M$30K
BRADY CORPORATION
BRADY MATCHED 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,688$342.4M$53K
BRADY CORPORATION
BRADY MATCHED 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,579$309.5M$35K
U.S. VENTURE, INC.
U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN
APPLETON, WI
Other
NONE
3,793$281.4M$103K
REINHART BOERNER VAN DEUREN, S.C.
REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
333$278.8M$103K
FAC SERVICES, LLC
RETIREMENT SAVINGS PLAN OF FLAD AFFILIATED CORP.
MADISON, WI
Other
NONE
1,386$278.4M$81K
MICHELS CORPORATION
MICHELS CORPORATION 401(K) SAVINGS PLAN
BROWNSVILLE, WI
Other
NONE
2,598$276.0M$123K
OLMSTED MEDICAL CENTER
OLMSTED MEDICAL CENTER RETIREMENT SAVINGS PLAN
ROCHESTER, MN
Advisor / Consultant
CONSULTANT
1,364$269.8M$146K
HYDRITE CHEMICAL CO.
CHEMICAL EMPLOYEES' 401(K) PLAN
BROOKFIELD, WI
Advisor / Consultant
CONSULTANT
1,015$268.9M$54K
BRADY CORPORATION
BRADY MATCHED 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,637$262.7M$35K
HYDRITE CHEMICAL CO.
CHEMICAL EMPLOYEES' 401(K) PLAN
BROOKFIELD, WI
Other
INV ADV, PARTICIPANTS
1,004$245.3M$0
REINHART BOERNER VAN DEUREN, S.C.
REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
301$240.9M$105K
OLMSTED MEDICAL CENTER
OLMSTED MEDICAL CENTER RETIREMENT SAVINGS PLAN
ROCHESTER, MN
Advisor / Consultant
CONSULTANT
1,340$230.9M$141K
MICHELS CORPORATION
MICHELS CORPORATION 401(K) SAVINGS PLAN
BROWNSVILLE, WI
TPA / Administrator
CONTRACT ADMINISTRATOR
2,141$196.2M$107K
JOHNSON OUTDOORS INC.
JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN
RACINE, WI
Advisor / Consultant
CONSULTANT
1,097$173.1M$60K
ROCKLINE INDUSTRIES, INC.
ROCKLINE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
SHEBOYGAN, WI
Advisor / Consultant
INVESTMENT ADVISORY
2,394$159.3M$57K
PLASTIC INGENUITY, INC.
PLASTIC INGENUITY, INC. PROFIT SHARING AND SAVINGS PLAN
CROSS PLAINS, WI
Advisor / Consultant
ADVISOR
925$155.9M$177K
JOHNSON OUTDOORS INC.
JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN
RACINE, WI
Advisor / Consultant
CONSULTANT
1,224$152.1M$63K
THE BOLDT GROUP INC
THE BOLDT COMPANY'S RETIREMENT PLAN
APPLETON, WI
Other
NONE
743$146.1M$56K
DEWITT LLP
DEWITT LLP SAVINGS PLAN & TRUST
MADISON, WI
Advisor / Consultant
ADVISOR
227$145.1M$95K
ROCKLINE INDUSTRIES, INC.
ROCKLINE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
SHEBOYGAN, WI
Advisor / Consultant
INVESTMENT ADVISORY
2,366$139.1M$56K
PLASTIC INGENUITY, INC.
PLASTIC INGENUITY, INC. PROFIT SHARING AND SAVINGS PLAN
CROSS PLAINS, WI
Advisor / Consultant
ADVISOR
903$136.7M$134K
ASPIRUS, INC.
ASPIRUS, INC. FROZEN 401(A) PLAN
WAUSAU, WI
Other
NONE
2,145$135.4M$33K
BRAKEBUSH BROTHERS, INC.
BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN
WESTFIELD, WI
Other
NONE
2,431$134.7M$75K
THE BOLDT GROUP INC
THE BOLDT COMPANY'S RETIREMENT PLAN
APPLETON, WI
Other
NONE
716$134.5M$55K
ASPIRUS, INC.
ASPIRUS, INC. FROZEN 401(A) PLAN
WAUSAU, WI
Other
NONE
2,354$132.5M$46K
ASPIRUS, INC.
ASPIRUS, INC. FROZEN 401(A) PLAN
WAUSAU, WI
Other
NONE
1,923$132.5M$25K
DEWITT LLP
DEWITT LLP SAVINGS PLAN & TRUST
MADISON, WI
Advisor / Consultant
ADVISOR
244$130.2M$115K
QUARTZ HEALTH SOLUTIONS, INC.
QUARTZ HEALTH SOLUTIONS, INC. 401(K) PLAN
FITCHBURG, WI
Advisor / Consultant
INVESTMENT ADVISOR
768$126.0M$72K
FISKARS BRANDS, INC.
FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
Advisor / Consultant
INVESTMENT ADVISORY
441$122.2M$80K
BRAKEBUSH BROTHERS, INC.
BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN
WESTFIELD, WI
Other
NONE
2,081$117.7M$73K
ROCKLINE INDUSTRIES, INC.
ROCKLINE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
SHEBOYGAN, WI
Advisor / Consultant
INVESTMENT ADVISORY
2,211$116.9M$70K
PLASTIC INGENUITY, INC.
PLASTIC INGENUITY, INC. PROFIT SHARING AND SAVINGS PLAN
CROSS PLAINS, WI
Advisor / Consultant
ADVISOR
897$116.5M$130K
FISKARS BRANDS, INC.
FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
Advisor / Consultant
INVESTMENT ADVISORY
437$115.5M$84K
DEWITT LLP
DEWITT LLP SAVINGS PLAN & TRUST
MADISON, WI
Advisor / Consultant
ADVISOR
231$115.2M$125K
THE BOLDT GROUP INC
THE BOLDT COMPANY'S RETIREMENT PLAN
APPLETON, WI
Other
NONE
661$110.8M$55K
FISKARS BRANDS, INC.
FISKARS BRANDS 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
Other
INV ADV, PARTICIPANTS
539$102.9M$11K
FISKARS BRANDS, INC.
FISKARS BRANDS 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
Advisor / Consultant
INVESTMENT ADVISORY
539$102.9M$46K
FISKARS BRANDS, INC.
FISKARS BRANDS 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
TPA / Administrator
CONTRACT ADMINISTRATOR
539$102.9M$71K
BRAKEBUSH BROTHERS, INC.
BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN
WESTFIELD, WI
Other
NONE
2,198$96.5M$70K
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN
MADISON, WI
Other
NONE
765$93.1M$27K
STANDARD PROCESS INC.
STANDARD PROCESS INC. 401K AND PROFIT SHARING PLAN
PALMYRA, WI
Other
NONE
559$93.1M$110K
QUARTZ HEALTH SOLUTIONS, INC.
QUARTZ HEALTH SOLUTIONS, INC. 401(K) PLAN
FITCHBURG, WI
Advisor / Consultant
INVESTMENT ADVISOR-PART
653$91.8M$23K
QUARTZ HEALTH SOLUTIONS, INC.
QUARTZ HEALTH SOLUTIONS, INC. 401(K) PLAN
FITCHBURG, WI
Advisor / Consultant
INVESTMENT ADVISOR-PLAN
653$91.8M$60K
WEATHER SHIELD MFG., INC.
THE WEATHER SHIELD RETIREMENT PLAN
MEDFORD, WI
Advisor / Consultant
ADVISOR
761$89.0M$95K
WEATHER SHIELD MFG., INC.
THE WEATHER SHIELD RETIREMENT PLAN
MEDFORD, WI
Advisor / Consultant
ADVISOR
804$88.3M$95K
ENGINEERED COMPONENTS & SYSTEMS, LLC D/B/A CENTROMOTION
CENTROMOTION 401(K) PLAN
WAUKESHA, WI
Other
NONE
768$88.0M$45K
BRADY CORPORATION
BRADY FUNDED RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,213$85.1M$18K
ENGINEERED COMPONENTS & SYSTEMS, LLC D/B/A CENTROMOTION
CENTROMOTION 401(K) PLAN
WAUKESHA, WI
Other
NONE
870$83.3M$56K
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN
MADISON, WI
Other
NONE
744$81.1M$45K
WEATHER SHIELD MFG., INC.
THE WEATHER SHIELD RETIREMENT PLAN
MEDFORD, WI
Advisor / Consultant
ADVISOR
881$79.2M$95K
WALL FAMILY ENTERPRISE INC.
WALL FAMILY ENTERPRISE RETIREMENT SAVINGS PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT ADVISOR
349$77.1M$99K
ZILBER LTD.
ZILBER LTD. EMPLOYEE SAVINGS PLAN
MILWAUKEE, WI
Other
NONE
202$76.0M$58K
BRADY CORPORATION
BRADY FUNDED RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,139$75.4M$35K
SERIGRAPH, INC.
SERIGRAPH, INC. 401(K) SAVINGS PLAN
WEST BEND, WI
Advisor / Consultant
INVESTMENT ADVISOR
386$72.3M$91K
ENGINEERED COMPONENTS & SYSTEMS, LLC D/B/A CENTROMOTION
CENTROMOTION 401(K) PLAN
WAUKESHA, WI
Other
NONE
914$72.0M$34K
CURT G. JOA, INC.
CURT G. JOA, INC. EMPLOYEES TRUST FUND
SHEBOYGAN FALLS, WI
Other
NONE
264$69.6M$91K
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN
MADISON, WI
Advisor / Consultant
ADVISOR
782$66.4M$50K
WALL FAMILY ENTERPRISE INC.
WALL FAMILY ENTERPRISE RETIREMENT SAVINGS PLAN
MADISON, WI
Other
NONE
350$66.0M$96K
ZILBER LTD.
ZILBER LTD. EMPLOYEE SAVINGS PLAN
MILWAUKEE, WI
Other
NONE
213$64.2M$65K
BRADY CORPORATION
BRADY FUNDED RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,110$62.7M$35K
QUADION LLC
QUADION RETIREMENT INVESTMENT PLAN
MINNEAPOLIS, MN
Other
NONE
0$58.1M$7K
WALL FAMILY ENTERPRISE INC.
WALL FAMILY ENTERPRISE RETIREMENT SAVINGS PLAN
MADISON, WI
Other
NONE
333$56.6M$104K
MASON COMPANIES, INC
MASON COMPANIES RETIREMENT AND SAVINGS PLAN
CHIPPEWA FALLS, WI
Other
NONE
516$52.7M$94K
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN
MADISON, WI
Other
NONE
684$51.3M$27K
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN
MADISON, WI
Other
NONE
687$50.2M$6K
MASON COMPANIES, INC
MASON COMPANIES RETIREMENT AND SAVINGS PLAN
CHIPPEWA FALLS, WI
Other
NONE
652$50.0M$98K
REGAL WARE, INC.
REGAL CONSOLIDATED PROFIT SHARING TRUST
KEWASKUM, WI
Advisor / Consultant
ADVISOR
$41.8M$70K
REGAL WARE, INC.
REGAL CONSOLIDATED PROFIT SHARING TRUST
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
$41.7M$70K
REGAL WARE, INC.
REGAL CONSOLIDATED PROFIT SHARING TRUST
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
$40.2M$83K
MANITOU AMERICA HOLDING, INC.
GEHL COMPANY RETIREMENT INCOME PLAN B
WEST BEND, WI
Other
NONE
25$39.6M$25K
PERLICK CORPORATION
PERLICK CORPORATION RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
NONE
269$31.1M$17K
R & B WAGNER, INC.
THE WAGNER COMPANIES RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
154$29.1M$62K
SILVER STAR BRANDS, INC.
SILVER STAR BRANDS 401(K) PLAN
OSHKOSH, WI
Other
INVESTMENT/FINANCIAL ADVI
226$28.2M$62K
PERLICK CORPORATION
PERLICK CORPORATION RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
NONE
307$28.2M$38K
WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES
WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN
HETTINGER, ND
Other
NONE
300$27.4M$35K
REGAL WARE, INC.
REGAL WARE, INC. PROFIT SHARING PLAN
KEWASKUM, WI
Advisor / Consultant
ADVISOR
130$26.7M$43K
R & B WAGNER, INC.
THE WAGNER COMPANIES RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
128$26.6M$56K
REGAL WARE, INC.
REGAL WARE, INC. PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
115$26.5M$46K
PRIMEX INC.
PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST
LAKE GENEVA, WI
Advisor / Consultant
CONSULTANT
108$25.7M$55K
REGAL WARE, INC.
REGAL WARE, INC. PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
105$25.6M$53K
WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES
WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN
HETTINGER, ND
Other
NONE
288$25.3M$40K
SILVER STAR BRANDS, INC.
SILVER STAR BRANDS 401(K) PLAN
OSHKOSH, WI
Other
INVESTMENT/FINANCIAL ADVI
265$24.8M$81K
PRIMEX INC.
PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST
LAKE GENEVA, WI
Advisor / Consultant
CONSULTANT
109$23.8M$55K
SILVER STAR BRANDS, INC.
SILVER STAR BRANDS 401(K) PLAN
OSHKOSH, WI
Other
NONE
289$22.2M$48K
R & B WAGNER, INC.
THE WAGNER COMPANIES RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
138$21.7M$76K
MRA - THE MANAGEMENT ASSOCIATION, INC.
MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLAN
WAUKESHA, WI
Other
CONSULTING
213$20.9M$46K
PRIMEX INC.
PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST
LAKE GENEVA, WI
Advisor / Consultant
CONSULTANT
122$20.8M$55K
PACUR LLC
PACUR 401(K) PROFIT SHARING PLAN AND TRUST
OSHKOSH, WI
Other
NONE
142$20.2M$50K
JACSTEN HOLDINGS, LLC
JACSTEN HOLDINGS, LLC 401(K) PLAN
MILWAUKEE, WI
Other
NONE
231$16.8M$54K
JACSTEN HOLDINGS, LLC
JACSTEN HOLDINGS, LLC 401(K) PLAN
SHOREWOOD, WI
Other
NONE
240$15.9M$59K
REGAL WARE, INC.
REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN
KEWASKUM, WI
Advisor / Consultant
ADVISOR
151$15.6M$26K
REGAL WARE, INC.
REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
127$15.2M$24K
REGAL WARE, INC.
REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
125$14.6M$30K
APPLE TREE DENTAL
APPLE TREE DENTAL 401(K) PLAN
MOUNDS VIEW, MN
Other
INVESTMENT/FINANCIAL ADVI
262$14.3M$20K
WISCONSIN STEEL AND TUBE CORPORATION
WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
152$14.1M$8K
WISCONSIN STEEL AND TUBE CORPORATION
WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
152$14.1M$30K
JACSTEN HOLDINGS, LLC
JACSTEN HOLDINGS, LLC 401(K) PLAN
MILWAUKEE, WI
Other
NONE
216$13.3M$55K
WICK BUILDINGS, INC.
WICK BUILDINGS, INC. SAVINGS PLAN
MAZOMANIE, WI
Advisor / Consultant
INVESTMENT ADVISORY
136$13.2M$34K
APPLE TREE DENTAL
APPLE TREE DENTAL 401(K) PLAN
MOUNDS VIEW, MN
Other
INVESTMENT/FINANCIAL ADVI
263$12.7M$25K
WICK BUILDINGS, INC.
WICK BUILDINGS, INC. SAVINGS PLAN
MAZOMANIE, WI
TPA / Administrator
CONTRACT ADMINISTRATOR
145$11.8M$25K
WISCONSIN STEEL AND TUBE CORPORATION
WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
168$10.5M$28K
WISCONSIN STEEL AND TUBE CORPORATION
WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
168$10.5M$11K
WISCONSIN STEEL AND TUBE CORPORATION
WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
157$10.2M$23K
WISCONSIN STEEL AND TUBE CORPORATION
WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
157$10.2M$2K
APPLE TREE DENTAL
APPLE TREE DENTAL 401(K) PLAN
MOUNDS VIEW, MN
Other
INVESTMENT/FINANCIAL ADVI
199$8.5M$15K
GAMBER-JOHNSON, LLC
GAMBER-JOHNSON, LLC 401(K) PLAN
STEVENS POINT, WI
Other
NONE
249$7.9M$34K
FISKARS BRANDS, INC.
GERBER LEGENDARY BLADES UNION 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
Advisor / Consultant
INVESTMENT ADVISORY
98$7.9M$5K
FISKARS BRANDS, INC.
GERBER LEGENDARY BLADES UNION 401(K) RETIREMENT SAVINGS PLAN
MIDDLETON, WI
Advisor / Consultant
INVESTMENT ADVISORY
114$7.2M$18K
GAMBER-JOHNSON, LLC
GAMBER-JOHNSON, LLC 401(K) PLAN
STEVENS POINT, WI
Other
NONE
157$5.5M$15K
MANITOU AMERICA HOLDING, INC.
GEHL COMPANY RETIREMENT INCOME PLAN B
WEST BEND, WI
Other
NONE
0$1.1M$12K
REINHART BOERNER VAN DEUREN, S.C.
REINHART BOERNER VAN DEUREN S.C. RETIREMENT INCOME PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISORS
0$299$11K
FISKARS LIVING US, LLC
FISKARS LIVING US, LLC 401(K) PLAN
WALL, NJ
Advisor / Consultant
CONSULTANT
0$0$7K
MASON COMPANIES, INC
MASON COMPANIES RETIREMENT AND SAVINGS PLAN FOR THE COLLECTIVELY BARGAINED EMPLOYEES
CHIPPEWA FALLS, WI
Other
NONE
0$0$8K
U.S. VENTURE, INC.
U.S. VENTURE AFFILIATES 401(K) RETIREMENT SAVINGS PLAN
APPLETON, WI
Other
NONE
0$0$33K